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@everyonehatesp1 "$CNRD great $46M win this week end for Conrad coming from the US Army. It's my belief they'll keep mix shifting towards Defense which also could bring them meaningful help from the Trump admin as part of its shipbuilding executive order"
X Link @everyonehatesp1 2025-09-29T12:05Z 3723 followers, 4370 engagements

"@evfcfaddict @hkuppy Probably quite true in healthcare. In other sectors I dont quite see too many some are cheaper but not quite cheap yet coming to mind is $OTIS $CPRT $BRO. Any sectors or specific names you think of"
X Link @everyonehatesp1 2025-08-11T12:31Z 3721 followers, 2025 engagements

"@zephyr_z9 $CNRD last public pure play Jones Act compliant shipyard despite being small could definitely get money $ACA also owns a shipyard but tiny part of value. Else in military it's $HII (tho everyone hates them) and $GD"
X Link @everyonehatesp1 2025-09-23T22:02Z 3721 followers, 1659 engagements

"$ONIT blows my mind. The stock is trading like they're going bankrupt or something 1:1 with $RKT except they're way less rate sensitive. They just come out of two conferences telling you business is good stock is sub 0.5x book and will be even less when DTAs are recognized at year end. Is there some massive news between management's update mid september and today that I am too stupid to see"
X Link @everyonehatesp1 2025-10-09T17:01Z 3724 followers, 4571 engagements

"@taobanker Shipbuilding action plan as part of the executive order is due very soon now and Coast Guard got $25Bn of funding through the Big Beautiful Bill an insane amount to refresh the fleet. There's gotta be some crumbs for CNRD at 2.5x EBITDA"
X Link @everyonehatesp1 2025-10-24T21:57Z 3721 followers, XXX engagements